First Trust Advisors’s Health Catalyst HCAT Stock Holding History

First Trust Advisors’s Portfolio HCAT Stock Details HCAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-10,408	Closed	-$272K	–	2541
2022 Q1	$272K	Sell	10,408 -11,323	-52%	-$321K	﹤0.01%	2392
2021 Q4	$861K	Sell	21,731 -93,262	-81%	-$4.25M	﹤0.01%	2113
2021 Q3	$5.75M	Buy	114,993 +79,894	+228%	+$4.36M	0.01%	1232
2021 Q2	$1.95M	Sell	35,099 -24,437	-41%	-$1.3M	﹤0.01%	1820
2021 Q1	$2.78M	Buy	59,536 +13,376	+29%	+$648K	﹤0.01%	1594
2020 Q4	$2.01M	Buy	+46,160	New	+$1.7M	﹤0.01%	1573

Other funds holding HCAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

First Trust Advisors's HCAT Position: Q2 2022 in Review

First Trust Advisors sold out of Health Catalyst (HCAT) in Q2 2022, closing a stake of 10,408 shares — an estimated $272K sold.

First Trust Advisors first reported a position in HCAT in Q4 2020 and held it in 6 quarters. The position peaked at $5.75M in Q3 2021. 179 funds tracked by Wall St. Rank hold HCAT as of Q2 2022.

First Trust Advisors reported no remaining Health Catalyst position as of Q2 2022 after selling out during the quarter.
First Trust Advisors sold 10,408 Health Catalyst shares in Q2 2022, an estimated $272K.
First Trust Advisors first reported a position in Health Catalyst in Q4 2020 and held it in 6 quarters.
First Trust Advisors's Health Catalyst position peaked at $5.75M in Q3 2021.
179 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2022.

Based on First Trust Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.